Step 1: Login to Scribe Online

Go to Agents and create Agent from NEW option
Install On-Premise Agent and copy the Agent key as well
After installation, you can provide the name for the agent

Step 2: Creation of Source and Target connection.

Creating a new connection for CRM environment:
Select ‘Microsoft Dynamics CRM’ as the Type.
Provide the connection details and select ‘Cloud Agent’ for CRM Online environment as shown in screenshot below.

Fig. Connection for Dynamics CRM

Creating a connection for Dynamics NAV:
Select Microsoft Dynamics NAV as the Type.
Provide the connection details and select the On-Premise Agent which is installed on the server where Dynamics NAV is installed. Refer below screenshot for the same.

Step 3: Creating solutions for maps

Note: There will be two Advanced Maps in the solution. One for ‘Account’ entity migration from CRM to NAV and one for ‘Invoice’ entity migration from CRM to NAV.

In the Map for Account migration:

Select source connection as the CRM connection

In the Query block select ‘Account’ entity

Select the target connection as the Dynamics NAV connection

In the Create block of the target connection select ‘NAVCustomer’ entity

In ‘Create’ block map the required fields.
Also we need to use the ‘Update’ block to update the ‘No’ field generated for a Customer in NAV to the ‘accountnumber’ field in CRM.
We use the ‘accountid’ field as the matching criteria in the update block.

Fig. Scribe Online Map for Account migration

In the Map for Invoice Migration:

Select source connection as the CRM connection

Select ‘Invoice’ entity in the query block

Add invoicedetail as ‘Related entity’ in the Query block

Select the target connection as Dynamics NAV connection

The flow for creating the Invoice and its related invoice product is as follows:

Fig. Scribe Online Map for Invoice migration

Step 1: Lookup on account entity in the source and fetch its accountnumber field (which will contain the No that we have updated in the Account migration map).

Step 2: Lookup on ‘NAVCustomer’ entity by using the accountnumber fetched in Step 1 as matching criteria and fetch its Name.

Step 3: Use ‘Create’ block to create the Invoice entity in NAV. Select ‘NAVInvoice’ entity in the create block. Map the fields required.

Fig. Mapping for Create block in NAVInvoice

Step 4: Use ‘For each child’ block for fetching the products present on that particular invoice.

Step 5: Use create block in the ‘for each child’ block and select ‘NAVInvoiceSalesLines’ entity.

Fig. Mapping for Create block in NAVInvoiceSalesLines

Step 5:Execution of maps for account and invoice entities.

Account is updated in CRM.

Fig. Before execution of CRM account

Fig. After execution the AccountNumber is populated with the No that is generated in NAV